L I RAHUL ROHITH
MBA
Bangalore
Summary
Motivated MBA Finance student with a strong foundation in investment banking, portfolio management, and major financial fields. Proven ability to drive strategic decision-making through comprehensive financial analysis and market research. Skilled in fostering strong organizational relationships and delivering exceptional client service. Adept at managing multiple tasks in fast-paced environments while maintaining meticulous attention to detail. Seeking to leverage my expertise and passion for finance to contribute effectively to a dynamic team in a leading financial institution. Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.
Overview
1
1
year of professional experience
8
8
years of post-secondary education
4
4
Certifications
Work History
Junior Fund Manager (Intern)
Growth Arrow
6 2023 - 8 2023
- Conducted detailed equity research and financial statement analysis, resulting in accurate valuation models
- Provided investment recommendations that improved portfolio performance by 10%
- Utilized Excel functions to streamline data analysis processes.
- Led investor meetings and conference calls, providing clear updates on fund performance and outlooks for future growth.
- Participated in industry conferences and events, staying current on latest investment trends and expanding professional network.
- Collaborated with senior leaders to present findings and recommendations
- Facilitated initial onboarding of client relationships and subsequent account maintenance
- Participated in ongoing monitoring of client relationships including rolling review of clients and accounts
- Collaborated with team members to develop innovative investment strategies tailored to individual client needs
Team Leader (Intern)
Centre for Education Environment and Community
01.2023 - 03.2023
- Led a team of 11 in Social Immersion Program, delivering hygiene education to over 21 government school students
- Analyzed data from 200+ questionnaires, generating actionable insights for NGO
- Developed and presented detailed reports, enhancing program effectiveness
- Ensured clients and accounts remained compliant with regulatory requirements and internal policy standards
Empanelment of Independent Financial Advisors (Intern)
Motilal Oswal
06.2022 - 08.2022
- Conducted market research and performance analysis of financial advisors, aiding in successful empanelment of 15 advisors
- Collaborated with the broking & distribution team, improving operational efficiency by 15%
- Worked closely with brokers to gather and analyze performance data
- Reviewed and understood policy requirements, prepared client reach-out requests, and liaised with broader teams to fully close out cases
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within industry, applying learned concepts directly into relevant work situations.
Education
MBA - Finance
IFIM College
Bengaluru 06.2022 - 06.2024
Bachelor of Business Administration - Business Administration
Seshadripuram Degree College
Bengaluru 06.2019 - 08.2022
PUC [Science] - Science
Sri Bhagawan Mahaveer Jain College
Bengaluru 06.2014 - 06.2016
ICSE -
Bangalore Public School
Bengaluru 06.2013 - 06.2014
Skills
Financial Analysis: Analyzed financial statements, created valuation models, and performed comprehensive financial modelling
Technical Proficiency: Advanced skills in MS Excel, MS PowerPoint, MS Word, Outlook
Analytical Thinking: Strong critical and analytical thinking with a proven ability to interpret large datasets
Communication: Excellent written and oral communication skills; effective interpersonal skills
Attention to Detail: Ability for meticulous attention to detail, ensuring accuracy and quality in all deliverables
Project Management: Managed projects efficiently, ensuring timely completion and achievement of objectives
Client Service: Demonstrated passion for client service with a proactive approach to problem-solving
Organizational Skills: Superior organizational skills with the ability to manage multiple tasks effectively
Financial Statements
Investment strategies
Portfolio Management
Certification
Financial Analysis and Valuation - University of Illinois at Urbana Champaign
Languages
English, Hindi, Kannada
Projects
Financial Performance Analysis for Infosys Ltd.,
Conducted a comprehensive financial performance analysis of Infosys Ltd., examining key financial metrics over a 5-year period.,
Created detailed reports and visualizations that supported strategic decision-making.
Market Entry Strategy for Reliance Jio,
Developed a market entry strategy for Reliance Jio's expansion into rural markets
Conducted market research and financial modelling, identifying opportunities that led to market penetration.
Revenue Optimization for Tata Motors, Analyzed sales data and market trends to identify areas for revenue optimization.
Timeline
Team Leader (Intern)
Centre for Education Environment and Community
01.2023 - 03.2023
MBA - Finance
IFIM College
06.2022 - 06.2024
Empanelment of Independent Financial Advisors (Intern)
Motilal Oswal
06.2022 - 08.2022
Bachelor of Business Administration - Business Administration
Seshadripuram Degree College
06.2019 - 08.2022
PUC [Science] - Science
Sri Bhagawan Mahaveer Jain College
06.2014 - 06.2016
ICSE -
Bangalore Public School
06.2013 - 06.2014
Junior Fund Manager (Intern)
Growth Arrow
6 2023 - 8 2023
Financial Analysis and Valuation - University of Illinois at Urbana Champaign
Equity Allocation for Wealth Management - Corporate Finance Institute
Economics for Capital Markets - Corporate Finance Institute
Derivatives - Options & Futures - Interactive Brokers
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